Starting a virtual bookkeeping business isn't as hard as you think...Â
You Just Need To Know Where To Start!
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You don't need more experience, more training, or the right timing.
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You just haven't figured out where to start and what to focus on first.
Here's What You Need To Know
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Before you jump into opening up your business, you’ve gotta make sure you have what it really takes to run a virtual bookkeeping business, select the right tech, and design your business to serve you.
If I’d had these 3 things nailed down from the beginning, my business would have thrived from the beginning. Instead it took me almost a year to figure all of this out, and I’ve made every mistake in the book.
But YOU don’t have to make the same mistakes.
Wouldn’t it be great to skip over that wasted time, confusion & overwhelm and get right to having a thriving bookkeeping business you love?
Thought so...
INTRODUCING...
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March 9-11 @ 3 PM PT | 6 PM ET Daily
KICKSTART YOUR BUSINESS IN 3 DAYS
The Bookkeeping Biz Workshops is a 3-day virtual, live workshop series that is guaranteed to get your bookkeeping biz started on the right path--without the overwhelm or confusion on where to start.
When you get clear on your goals, desires, and needs, you’ll have a clear vision and roadmap to a thriving business.
This is the exact same process I’ve used to help hundreds of other ambitious bookkeepers just like you.
DAY 1 ⎸ Mon, March 9th
The Foundation – What It Really Takes
Day 1 focuses on mindset, confidence, and realistic expectations. We'll cover things like:
- Do you have what it takes? (Yes, you do!)
- Busting myths about starting a bookkeeping business.
- What success actually looks like (and how to define it for YOU).
You'll walk away feeling confident, inspired, and ready to take the next steps!
DAY 2 ⎸ Tue, March 10th
Tools & Tech – Your Biz in Action
Day 2 focuses on Tech setup and essential systems. We'll cover things like:
- Overview of recommended tech stack (accounting software, proposals, schedulers, etc.).
- Behind-the-scenes systems for smooth operations.
- How to avoid tech overwhelm and keep it simple.
You'll leave knowing exactly which tools to start with and how to implement them!
DAY 3 ⎸ Wed, March 11th
Design & Sell – Create a Business You Love
Day 3 focuses on designing a business that serves your life, and how to talk to clients. We'll cover things like:
- Choosing your niche and ideal client.
- Setting boundaries & expectations to avoid building another 9-5.
- How to sell without sounding salesy (bonus: intro to discovery calls).
You'll finish with a clear direction for your business, who to serve, and how to start getting clients!
PLUS, YOU'LL GET...
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👉 A Comprehensive PDF Workbook
This workbook will keep you on track with the material for each day and includes a Tech Stack list, 'Design Your Business' exercise, and a Checklist for starting your business.
👉 1-Year Access to the Replays
You'll have access to the replays in a member's portal for a whole year. You'll be pleasantly surprised how often these will come in handy during your biz-building journey!
I'M SERENA.
I’m an ex-corporate controller, now a stay at home mom (who happens to run an accounting and advisory biz) with 3 kids at home.
I’m excited to help you realize you can have your dream work-from-home biz, too.
And I want to make sure you don’t make the same mistakes I did, like: doubt yourself; spend too much time researching apps and second guessing everything; wonder how you, an introvert, are supposed to get clients online, and then way undercharge for those clients when you do get them.
Now imagine yourself a year from now, still sitting on that dream--what would future you tell current you to do? Keep sitting on that dream?
I doubt it.
